GoodReturns | NZ’s financial adviser news-item centre

To FAP or not to FAP, that is the question

There is plenty of ongoing discussion in the market around this question but should we also be asking – who owns the clients?

Thu, Oct 3rd 2019 09:10AM

The willful ignorance of a miopic point of view

4 min read

More work needs to be done on policy ownership

4 min read

Chicken Little and the falling sky

6 min read

Southern Cross – service or not?

Jon-Paul Hale gives his take on what Southern Cross's change to trail commissions means for advisers.

5 min read

Ideal client outcomes

There seems to be a renewed amount of noise on what an ideal client outcome looks like. And to be frank, I haven’t seen or heard a definition of one that is clear, concise, and simple.

6 min read

Consumer and its misguided approach

Does the recent insurance market survey paint an accurate picture of consumer opinion?

4 min read

Churn keeps coming up in discussions, everywhere. In the insurers, with advisers, and with regulators.

Churn: The movement of cover form one provider to another for the sole benefit of the adviser and what they earn

6 min read

Churn keeps coming up in discussions, everywhere. In the insurers, with advisers, and with regulators.

Conduct and culture, the bits we should be talking about

From the comments around the industry in the last couple of weeks, the commission thing has been and has always been a red herring.

7 min read

Conduct and culture, the bits we should be talking about

Chatter about churn and commission

Given the latest chatter about commission, I thought dusting this off was appropriate now.

5 min read

Commission: The gun that needs to be in the right hands

Commission, it's like a gun, it's neither good nor evil until it is put in the hands of a human.

8 min read

Commission: The gun that needs to be in the right hands

Rough start to the year

We've had a reasonably rough start to the year with reporting and political tub-thumping. Between the Reserve Bank report, the Australian Royal Commission report, and the governments on both side of the Tasman, it's fair to say Financial Services has had a rough time.

8 min read

Insurance conduct report shows lack of understanding: Adviser

We have a report from the Reserve Bank about the insurance industry, and it's pretty rough, but it's misguided. Adviser Jon-Paul Hale explains why.

7 min read

Insurance conduct report shows lack of understanding: Adviser

How organised are you?

After a nice summer break, it's time to start thinking about dusting the pen off for the new year.

4 min read

2018, more time will tell

It’s been an interesting year and one that suggests there has been a level of change we’ve not seen in our industry for some time.

6 min read

Tackling a biggie…

Adviser Churn, is it churn, beneficial rearrangement or just plain old advice?

9 min read

The Dealer Group

Picking up from my previous article where we need to look to set the bar somewhere around where an AFA is practising, so how do you do this and run a business?

5 min read

The week that was

It was an interesting last week in the news, and there are few things that touch on what we do as insurance advisors.

7 min read

Are you getting the support you need?

I ask this question as there is a pertinent perspective from this with what we will need to be dealing with in the next couple of years. Unless you have been living under a rock, you’ll know regulation changes are coming; this isn’t about what that’s about.

4 min read